GroupMAX ME User Guide Managing RezHUB - Passkey
GroupMAX ME User Guide Managing RezHUB - Passkey GroupMAX ME User Guide Managing RezHUB - Passkey
GroupMAX ME User Guide Managing RezHUB
- Page 2 and 3: Managing RezHUB RezHUB is the tool
- Page 4 and 5: Managing RezHUB Libraries - Campaig
- Page 6 and 7: Managing RezHUB Event Setup In the
- Page 8 and 9: Managing RezHUB To access the email
- Page 10 and 11: Managing RezHUB Once the Reservatio
- Page 12 and 13: Managing RezHUB Event Home Alert
- Page 14 and 15: Managing RezHUB Find Reservation
<strong>GroupMAX</strong> <strong>ME</strong> <strong>User</strong> <strong>Guide</strong><br />
<strong>Managing</strong> <strong>RezHUB</strong>
<strong>Managing</strong> <strong>RezHUB</strong><br />
<strong>RezHUB</strong> is the tool utilized to manage the reservation delivery to the hotels. Through <strong>RezHUB</strong> the date that hotels<br />
will be allowed access to their reservations, how long they have to enter those reservations and if they are required to<br />
provide a hotel confirmation number in <strong>GroupMAX</strong> can all be controlled.<br />
There are two types of hotels:<br />
1. Integrated Hotels – These hotels have the ability to electronically transfer their reservations<br />
from <strong>GroupMAX</strong> to the hotel’s PMS/CRS system. The hotel confirmation number will automatically<br />
be saved in <strong>GroupMAX</strong>.<br />
2. Non-Integrated Hotels – These hotels will need to log into <strong>RezHUB</strong> to get a detailed list of<br />
reservations. They will then need to be manually entered in the hotel’s PMS/CRS system.<br />
Through <strong>RezHUB</strong> the following can be managed:<br />
• Hotel Reservation Access date<br />
• Notifications to the hotels with event instructions and processes<br />
• Hotel requirements for entering confirmation numbers<br />
• Days allowed for a hotel to enter the reservations into the hotel PMS/CRS system<br />
In this section, learn how to:<br />
• Set defaults at the Organization level<br />
• Edit defaults at an event and hotel level<br />
• Manage communications with event hotels<br />
• Manage reservations transferring to event hotels<br />
• Set Defaults at the Hotel Profile level<br />
At the completion of this section, users will be able to:<br />
• Manage the transfer of reservations to the event hotels.<br />
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<strong>Managing</strong> <strong>RezHUB</strong><br />
1.1 Organization Level Defaults<br />
The Organization Profile:<br />
Defaults<br />
Default level settings for the Organization can be managed at this level. These settings will then default into each<br />
group built. (see image 1.1)<br />
• Reservation Notification Email – This is used for the “BCC” option on Campaigns. The Organizer<br />
will then receive a copy of the Reservation Notifications.<br />
• Home Screen Alerts – Defines the number of days which an alert will be posted on the Home Screen of<br />
the Organizer. Hotels will be informed that they have this many days to enter the reservations into their<br />
PMS/CRS and process the reservations.<br />
Image 1.1<br />
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<strong>Managing</strong> <strong>RezHUB</strong><br />
Libraries - Campaigns<br />
There is a campaign section specifically for communication to the event hotels about the process for getting the reservations<br />
to the hotel PMS/CRS system. Defaults at the Organization level can be used in bundles or copied into events.<br />
At the event level, they can be customized on an event-by-event basis (see image 1.2).<br />
• Hotel Welcome Email – Used to announce the event to hotels. This is similar to the Planner E-Mail. There<br />
are two separate messages which are targeted to how the different hotels need to process reservations.<br />
• Hotel Reservation Notification – Used to notify hotels of reservations in <strong>GroupMAX</strong> <strong>ME</strong> which have not<br />
been processed into their hotel PMS/CRS.<br />
• Hotel Notify – Similar to Quick Notify but is sent to hotels. One of the template includes directions that<br />
can be sent to non-integrated hotels on how to access their reservation data.<br />
Image 1.2<br />
As part of the campaign settings, a user can opt to have a copy of the campaign sent to the Organizer. The message<br />
will be sent to the email address entered into the Reservation Notification Email address on the Defaults screen of<br />
the Organization Profile (see image 1.3).<br />
Image 1.3<br />
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<strong>Managing</strong> <strong>RezHUB</strong><br />
1.2 Event Setup and Management<br />
Sample Event Workflow<br />
Event Setup<br />
Manage Events<br />
• Identify Reservation Transfer Methods<br />
Image 1.4<br />
• Define Email Address for Non-Integrated Hotels<br />
• Enable Campaigns<br />
• Dates for Reservation Access<br />
• Display indicators<br />
• Resend Hotel Welcome / Update Email Address<br />
• Requirement for Hotel Confirmation Number<br />
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<strong>Managing</strong> <strong>RezHUB</strong><br />
Event Setup<br />
In the Event Wizard, at the top of the inventory screen for each hotel is a notice informing the user if:<br />
Integrated Hotel<br />
• The hotel is an integrated hotel and what type of integration the hotel has with <strong>GroupMAX</strong> (see image 1.5)<br />
• If email notifications will go out to a non-integrated hotel (see image 1.6)<br />
• If there is no email address in the system for a hotel to receive notifications (see image 1.7)<br />
Non-Integrated with an email address<br />
Non- Integrated Hotel without an email address<br />
Image 1.5<br />
Image 1.6<br />
Image 1.7<br />
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<strong>Managing</strong> <strong>RezHUB</strong><br />
To add or change a hotel’s email contact address, click on the link within the message. A new window will open where<br />
the email address can be added/changed (see image 1.8).<br />
Image 1.8<br />
If a user clicks the Next button to move to the next step of the Event Wizard and there are missing email addresses,<br />
a warning notice will appear (see image 1.9).<br />
Image 1.9<br />
This warning can be ignored at this time and email addresses can be entered at a later time on the Event Home<br />
screen for each hotel if needed.<br />
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<strong>Managing</strong> <strong>RezHUB</strong><br />
To access the email field after exiting the Event Wizard, select the hotel from the Event Home screen. Edit the email<br />
address of the hotel recipient. There will be an option to Send the Hotel Welcome Email to the newly added contact.<br />
This will then create a new campaign in the Hotel Welcome Email category (see image 2.0).<br />
Event Hotel Communications<br />
Review and enable Communications for the event.<br />
Image 2.0<br />
• Enable Hotel Welcome Emails to notify participating hotels about the event and any related processes.<br />
• Enable Hotel Reservation Notifications to notify hotels once they have reached their Access Date that<br />
there are reservations waiting to be processed.<br />
• Enable Hotel Notify notifications to remind hotels of the process for accessing reservations. This should<br />
be sent out just prior to hotels reaching their Reservation Access date.<br />
Reservation Access Date<br />
The Reservation Access date is the date that an individual hotel can begin to access their reservations in <strong>GroupMAX</strong>.<br />
The hotel will not be able to manage their inventory in the event until after the Event Cutoff date.<br />
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<strong>Managing</strong> <strong>RezHUB</strong><br />
The Reservation Access date only impacts when they are able to receive their reservations. The Event Cutoff<br />
date will be the default for all hotels (see image 2.1).<br />
NOTE<br />
Any changes by an attendee to the hotel selected in their reservation will be restricted for hotels that have reached their<br />
reservation access date. To change a hotel for these reservations, the reservation will have to be cancelled and re-booked in<br />
the new hotel.<br />
To change the Reservation Access date for an individual hotel:<br />
1. Select the hotel from the Event Home screen<br />
2. Click on the Inventory Tasks option<br />
3. Select Manage Dates<br />
4. Edit the Reservation Access date<br />
5. Save<br />
Image 2.1<br />
From the Home screen, if any hotel has a Reservation Access date other than the Cutoff date, an icon will appear<br />
next to the Cutoff tracker next to the name of the event (see image 2.2).<br />
Image 2.2<br />
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<strong>Managing</strong> <strong>RezHUB</strong><br />
Once the Reservation Access date has been reached, integrated hotels will automatically receive their reservations<br />
as long as they have set up the information for their GroupLink transfer. Non-Integrated hotels will begin receiving<br />
an email via campaigns notifying them of any pending reservations. The frequency of these emails is determined by<br />
the delivery settings on the Hotel Profile (see image 2.3).<br />
Hotel Confirmation Numbers<br />
Image 2.3<br />
By default, hotels are not required to enter their hotel confirmation numbers into <strong>GroupMAX</strong> as they process reservations<br />
(image 2.4).<br />
To turn this feature on for a specific hotel:<br />
1. Select Advanced Options<br />
2. Click on the name of the hotel<br />
3. Check the Require Hotel Confirmation Numbers box<br />
4. Save<br />
Once enabled, the hotel will be required to enter their hotel confirmation number into the <strong>RezHUB</strong> screen and<br />
remove the reservation from their list.<br />
Image 2.4<br />
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<strong>Managing</strong> <strong>RezHUB</strong><br />
Home Screen Notifications<br />
• If there is at least one hotel with a Reservation Access date other than the cutoff date, there will be an<br />
indicator on the Home screen next to the Cutoff column (see image 2.5).<br />
Image 2.5<br />
• An alert will appear in the Alerts box if there are reservations that have not been processed by the<br />
hotels in a timely manner once the Reservation Access date has passed. The timing for these notices is<br />
deter mined by the Home Screen Alerts setting on the Organization Profile. To view the reservations<br />
that have not been processed click on the alert and a box will open listing the name of the event(s) and<br />
the number of reservations to be processed (see image2.6).<br />
Image 2.6<br />
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<strong>Managing</strong> <strong>RezHUB</strong><br />
Event Home Alert<br />
• Clicking on the Unprocessed Reservations alert on the Event Home screen will open a list of<br />
unprocessed reservations with the hotel and attendee name listed (see image 2.7).<br />
Image 2.7<br />
• This information may also be accessed from the Delivery Status link under the Reservations option in the<br />
navigation bar (see image 2.8).<br />
Image 2.8<br />
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Reviewing Reservations in <strong>RezHUB</strong> Delivery List<br />
Organizers have the ability to view and modify reservations in the hotel’s reservation list. The list can be accessed<br />
on the Home screen or on the Event Home screen under Frequent Tasks (see image 2.9).<br />
• From the Home Screen – This will display all unprocessed reservations regardless of event or hotel.<br />
• From Event Home – This will display all unprocessed reservations for the selected event.<br />
Image 2.9<br />
Key Page Features:<br />
• Status - The status of a reservation which will indicate if it is a new, modified or a cancelled reservation.<br />
• Hotel Confirmation – Used to enter/view the hotel’s confirmation number from the PMS/CRS.<br />
• Process Reservation Button - Removes the confirmed reservations from the list.<br />
• View Details Button - Displays the full reservation details for selected reservations.<br />
• Print Report Button - Prints all reservations currently in view.<br />
Organizers may opt to enter hotel confirmation numbers on behalf of the hotel and then Process Reservations to<br />
remove them from the list (see image 3.0).<br />
Image 3.0<br />
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<strong>Managing</strong> <strong>RezHUB</strong><br />
Find Reservation<br />
• A new search will be available under “Find Reservation” which will allow for searching by<br />
Hotel Confirmation Number which is being updated either by the hotels manually, or by integration<br />
(see image 3.1).<br />
Image 3.1<br />
• Once a reservation has been selected, clicking on the Reservation Note area will display the<br />
hotel confirmation number, the date it was processed and the user that processed it (see image 3.2).<br />
Image 3.2<br />
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<strong>Managing</strong> <strong>RezHUB</strong><br />
Hotel Settings<br />
The default email address and the scheduled delivery times for email notifications can be viewed and managed<br />
on the hotel’s profile. Organizers only have access to view and edit the information for non-integrated hotels (see<br />
image 3.3).<br />
Image 3.3<br />
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